Guiding clients through life’s transitions is rewarding. They cause new financial realities. Birth, death, inheritance, business formation, job change, divorce and business succession are all major transition events. Alan has assisted clients through these for over 30 years. The guideposts of the practice are the creation, retention and distribution of wealth keeping assets and business interests in the family. Alan is board chairman of two agencies that serve the welfare of citizens with special needs. He has staffed his organization with experienced professionals in accounting, finance, law, insurance and investments. Each new client relationship is earned.